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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Bellevue Asset Management
Washington
$13.9K
JWA
602
JFS Wealth Advisors
Pennsylvania
$13.8K +$4.3K +271 +63%
WSFS
603
Wilmington Savings Fund Society
Delaware
$13.7K
SC
604
Swan Capital
Florida
$13.7K
NRG
605
Nemes Rush Group
Michigan
$13.6K +$444 +28 +4%
BBHC
606
Brown Brothers Harriman & Co
New York
$13.3K
EWP
607
Elevation Wealth Partners
California
$13.1K -$2.46K -155 -19%
OC
608
Optima Capital
Oregon
$12.8K +$10.3K +648 New
BGAI
609
Bruce G. Allen Investments
Colorado
$12.4K -$778 -49 -7%
CA
610
CoreCap Advisors
Michigan
$12.3K
RDFA
611
Ritter Daniher Financial Advisory
Ohio
$12.2K +$317 +20 +3%
BCM
612
Boreal Capital Management
Florida
$12.1K
W
613
WealthCollab
Washington
$11.3K -$15.1K -951 -62%
NWM
614
Navigoe Wealth Management
California
$11K
HIA
615
Harbor Investment Advisory
Maryland
$11K
ME
616
McIlrath & Eck
Washington
$10.9K -$9.76K -615 -53%
WA
617
Westfuller Advisors
New York
$10.8K
PCTC
618
Perkins Coie Trust Company
Washington
$10.8K
HFM
619
Hartford Financial Management
Connecticut
$10.4K
KFAS
620
Keating Financial Advisory Services
Kansas
$10.4K +$8.37K +527 New
EW
621
Elyxium Wealth
California
$10.2K +$8.21K +517 New
PWAM
622
Private Wealth Asset Management
Iowa
$10.2K
CYG
623
Clean Yield Group
Vermont
$9.86K
TH
624
TCTC Holdings
Texas
$9.86K
CA
625
Clearstead Advisors
Ohio
$9.5K +$762 +48 +11%